GENERAL ELECTRIC CO (GE), operating as GE Aerospace, reports board and committee leadership changes. On September 21, 2026, the Board appointed director Judson Althoff to the Audit Committee, effective that date, following his earlier election to the Board effective June 24, 2026.
Also on September 21, 2026, the independent directors elected Wes Bush as independent Lead Director. Tom Horton, who has served as independent Lead Director since 2018, will remain on the Board. Bush has been an independent director since 2025 and is the former Chairman and CEO of Northrop Grumman.
GENERAL ELECTRIC CO (GE), operating as GE Aerospace, announced an agreement to acquire Consolidated Precision Products (CPP) for a cash purchase price of $11.75 billion, subject to closing adjustments. CPP is a global manufacturer of highly engineered castings with ~6,600 employees and more than 20 facilities, serving commercial aerospace, defense, missiles and power markets. The transaction is expected to close in the second half of 2027, subject to regulatory approvals and other customary conditions.
GE Aerospace highlights that CPP is a long-standing supplier and key contributor to programs such as LEAP, GEnx, T700, F110 and F404. Management targets ~$200 million of net synergies, values CPP at ~18x 2027 EBITDA including these synergies (~26x without), and expects the deal to be financed with existing cash and new debt with no change to capital allocation plans. The company states that adjusted EPS and free cash flow, excluding one-time costs and deal-related amortization, are expected to be accretive in year one and to deliver double-digit ROIC by year five.
GENERAL ELECTRIC CO vice president Robert M. Giglietti exercised 10,242 Employee Stock Options with a $36.65 exercise price, expiring in December 2028. The options were fully vested. He acquired 10,242 shares of common stock through the exercise and on the same date sold 10,242 shares in two transactions at per-share prices of $369.88 and $369.97, respectively. The filing’s Rule 10b5-1 checkbox was not marked as being under a trading plan.
General Electric Co Senior Vice President Ali Mohamed exercised employee stock options for 8,096 shares of common stock on 2026-07-24 at strike prices of $90.0100 and $69.5500, then sold 8,096 shares in multiple open-market trades at prices between $353.63 and $353.75 per share. The options were fully vested, and some sale prices are reported as weighted averages.
General Electric senior vice president Riccardo Procacci exercised 1,517 employee stock options on 2026-07-23 at an exercise price of $146.33 per share, converting them into 1,517 shares of common stock. The fully vested options from this grant were scheduled to expire on 2026-09-30. On the same day, he sold common stock in two transactions totaling 1,517 shares, consisting of 1,026 shares at $347.93 per share and 491 shares at $347.90 per share.
General Electric Co. has a notice of proposed sale of common stock filed under Rule 144, with UBS Financial Services Inc. listed as the broker. The planned sales relate to stock option exercises dated July 24, 2026, in several small tranches of common shares listed on the NYSE.
General Electric Co. filed a notice relating to the planned sale of 1,517 shares of its common stock through UBS Financial Services Inc. The shares are tied to stock option exercises, with two lots of 1,026 shares and 491 shares, each dated 07/23/2026 and designated for cash sales on the NYSE.
General Electric Co, as an institutional investment manager, filed a quarterly Form 13F Holdings Report. The report indicates that GE is reporting all of its discretionary holdings on this form, with no other managers included.
The filing covers 2 reportable investment positions with an aggregate Form 13F Information Table value of $368,854,317, rounded to the nearest dollar. The report is signed by Ryan Kelly, Financial Reporting & Consolidations Leader, based in Evendale, Ohio.
GE Aerospace posted strong second‑quarter 2026 results, with total revenue of $13,349 million, up 21% year over year on higher engine deliveries, pricing and aftermarket services. Adjusted EPS rose to $2.02 from $1.66, while GAAP diluted EPS from continuing operations increased to $2.30 from $1.87.
Commercial Engines & Services revenue grew 27% to $9,731 million and profit 20% to $2,657 million; Defense & Propulsion Technologies revenue grew 16% to $3,443 million and profit 18% to $475 million, with margins moderating due to mix, inflation and growth investments. First‑half free cash flow reached $4,685 million on cash from operating activities of $5,126 million. Cash, cash equivalents and restricted cash were $9,345 million and total borrowings $19,157 million at June 30, 2026. Remaining performance obligation was $210,790 million, up 11% from year‑end, and GE Aerospace repurchased 6,888 thousand shares for $2,012 million while maintaining investment‑grade credit ratings with positive outlooks.
GE Aerospace reported strong second‑quarter 2026 results, with GAAP revenue of $13.3B, up 21%, and adjusted revenue of $12.6B, up 24%. GAAP profit was $2.8B, up 17%, with a 21.0% margin, while continuing EPS rose to $2.30 and adjusted EPS to $2.02.
Cash from operating activities reached $3.3B, up 39%, and free cash flow was $3.0B, up 43%. Commercial Engines & Services revenue grew 27% to $9.7B with 20% higher profit; Defense & Propulsion Technologies revenue grew 16% to $3.4B with 18% higher profit.
Based on this performance and year‑to‑date trends, the company is raising full‑year 2026 guidance, now expecting adjusted revenue growth in the high‑teens, operating profit of $10.55–$10.75B, adjusted EPS of $7.65–$7.85, and free cash flow of $8.9–$9.2B.